Making PayPal Payments (Classic)
This topic discusses how to pay invoices using PayPal in PeopleSoft Classic eBill Payment. A horizontal navigation guides you through each step in the payment process.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
AR_EBP_PAYCART_WZ1 |
View the contents of the Payment Cart and select invoices for payment to begin the payment process. |
|
|
Short Pay Reason Page |
SH_PAY_RSN_TBL |
Set up valid reason options that a customer can select when they elect to short pay. The options that you define here are available to customers on the Payment Cart page. See the Short Pay Reason Page for more information. |
|
AR_EBP_PAYCARD_WZ2 |
Initiate the payment process. Upon completing this page, the system transfers you to PayPal to authorize the payment. |
|
|
Payment Amount Detail Page |
AR_EBP_PITM_SEC |
Review details about the invoices for the corresponding amount. |
|
AR_EBP_PAY_VERF_PL |
Finalize the payment, which has been authorized in PayPal. |
|
|
AR_EBP_PAY_RSLT_EP |
Review and save payment results in the PeopleSoft system for PayPal payments. |
PeopleSoft eBill Payment integrates with PayPal to enable payments through PayPal Express Checkout. Merchants must create or use an established PayPal business account for receiving payments. Their customers must also set up a PayPal account appropriate for their business use.
This diagram shows how a payment is processed using PayPal Express Checkout:
This diagram illustrates the process flow of the PayPal integration with eBill Payment, using PayPal Express Checkout. (Copyright 2016, PayPal. Used by permission.)
The Payment Cart displays the following steps for payments made through PayPal:
Payment Cart
Make Payment
Payment Confirmation
Payment Results
The PayPal payment option supports only USD and real-time payments; you cannot make future or scheduled payments.
Prerequisites
The PayPal payment option requires ePayment integration in PeopleSoft with a third-party payment processor, which you set up using Enterprise Components. See the product documentation for PeopleSoft Integration Interfaces.
You must also set up your PeopleSoft Receivables system to support ePayments through the self-service component, eBill Payment. See Setting Up Electronic Payment Options and Setting Up ePayment Profiles.
The steps for paying an invoice in PeopleSoft eBill Payment using the PayPal payment method are:
Select invoices and enter payment information in the Payment Cart - Step 1 of 4.
Review the PayPal payment amount on the Make Payment - Step 2 of 4 page. You must enter short pay comments for any short pay transactions.
When you click Next on the Make Payment - Step 2 of 4 page, the PayPal log in page appears. Log in to your PayPal account.
Or click the link to Cancel and return to PeopleSoft to exit PayPal without saving and return to your Payment Cart.
Click the Continue button on the PayPal payment page to authorize the payment. The system returns to PeopleSoft.
On the Payment Confirmation - Step 3 of 4 page in PeopleSoft, click the Complete Payment button to finalize the transaction.
Save your payment on the Payment Results - Step 4 of 4 page.
Note: When the system detects an error in any step, the subsequent steps are locked until the error is fixed.
Use the Payment Cart page (AR_EBP_PAYCART_WZ1) to display and select invoices for payment to begin the payment process.
Navigation:
Click the Add to Cart button that is located on pages displaying invoices or click the Payment Cart link from the Menu.
This example illustrates the fields and controls on the Payment Cart (Step 1 of 4) for a PayPal payment.
Field or Control |
Description |
|---|---|
Payment Method |
Select PayPal from the available options. The system uses the payment method that is defined on the My Preferences for eBill Payment page as the default value. |
Invoices in the Cart
Select the corresponding Pay check box for the invoices you want to pay.
Field or Control |
Description |
|---|---|
Payment Date |
Enter the desired payment date. The current system date is the default. PayPal payments are real-time and do not support scheduled payments. The system displays an error message and marks the payment line in error if a customer enters a future payment date. |
Payment Amount |
Enter the desired payment amount. The system uses the value in the Customer Balance field as the default for this field. However, the customer can use the PeopleSoft eBill Payment Short Pay feature by overriding this value with an amount that is less than the invoice balance. If you choose to short pay the invoice, you must select a short pay reason. Set up short pay reasons on the Short Pay Reason page (SH_PAY_RSN_TBL). The system displays an error message and marks the payment line in error if a customer does not provide a short pay reason. Note: Invoices with negative amounts can be added to the Payment Cart, but the total payment amount must be positive. An error message appears if the total payment amount for a currency in the cart is negative. |
Currency |
Displays the currency. The payments are grouped by currency. |
|
Click the ePay Partial Payment icon to open the ePay Partial Payments page (AR_EBP_PPEP_SEC), where you can review the partial payments for that specific invoice. |
Note: The fields Invoice Balance and Payment Amount reflect that a partial payment has been made. An invoice is removed from the Payment Cart only when the payment is fully paid.
Use the Make Payment page (AR_EBP_PAYCARD_WZ2) to initiate the payment process.
Upon completing this page, the system transfers you to PayPal to authorize the payment.
Navigation:
Click the Next button on the Payment Cart - Step 1 of 4 page.
This example illustrates the fields and controls on the Make Payment (Step 2 of 4) for a PayPal payment.
Field or Control |
Description |
|---|---|
Payment Method |
Displays the Payment Method used, in this case PayPal. |
Short Pay Comment |
Enter or modify the text in this field when short paying an invoice. If customers short pay an invoice and enter nothing in this field, the system generates an error message when they attempt to go to the next step. |
Payment Amount |
Click the amount link in this column to access the Make Payment - Payment Amount Detail page (AR_EBP_PITM_SEC), where you can review details about the invoices for the corresponding amount. |
Next |
Click this button to submit a payment. When you submit a PayPal payment, the PeopleSoft system transfers you to the PayPal login page for PayPal Express Checkout. To cancel the payment while in PayPal, click the Cancel and return to PeopleSoft link to exit PayPal and return to your Payment Cart. |
Note: Click the Next button to submit the payment. When you submit a PayPal payment, the PeopleSoft system transfers you to PayPal to authorize the transaction.
Payment Amounts by Currency and Payment Date
Field or Control |
Description |
|---|---|
Currency |
Displays payments grouped by currency. |
Payment Date |
Displays the payment date or the default date entered on the Payment Cart page. |
Payment Amount |
Click a payment amount link to navigate to the Payment Amount Detail page (AR_EBP_PITM_SEC), where customers can review details about the invoices for the corresponding amount. |
Use the Payment Confirmation (AR_EBP_PAY_VERF_PL) page to finalize the payment, which has been authorized in PayPal.
Navigation:
Click the Continue button in PayPal.
This example illustrates the fields and controls on the Payment Confirmation (Step 3 of 4) for a PayPal payment.
PayPal returns the following information into the PeopleSoft system:
Currency, payment date, and payment amount.
Customer’s name and contact information as set up in the PayPal system.
After reviewing the amount and PayPal information, proceed by clicking one of the following buttons:
Field or Control |
Description |
|---|---|
Exit |
Click to exit the transaction. If you click the Exit button, or do not click Complete Payment, the transaction is considered incomplete and is not processed. |
Previous |
Click to return to the Make Payment step. Because the PayPal authorization has a time limit, you may need to reauthorize the payment in your PayPal account and click the Confirm Payment button on the Make Payment page. |
Complete Payment |
Click to finalize and settle the PayPal payment. |
Important! You must click the Complete Payment button to finalize and settle the PayPal payment, otherwise the transaction is incomplete.
Use the Payment Results (AR_EBP_PAY_RSLT_EP) page to review and save payment results in the PeopleSoft system for PayPal payments.
Navigation:
Click the Complete Payment button on the Payment Confirmation - Step 3 of 4 page.
This example illustrates the fields and controls on the Payment Results (Step 4 of 4) for a PayPal payment.
To complete the PayPal transaction, you must do one of the following on the Payment Results page in PeopleSoft:
Field or Control |
Description |
|---|---|
Exit |
Click the button to exit the Payment Cart. This action records the transaction in PeopleSoft Receivables. |
Payment Cart |
Click the button to return to the Payment Cart train stop. This action records the transaction in PeopleSoft Receivables. |
Warning! You may lose the payment data if you do not record the PayPal payment in PeopleSoft. To record the data, you must click one of the following buttons on the Payment Results page: Payment Cart or Exit.